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Join legendary Texas Law Professor Stanley M. Johanson as he leads his Estate Planning Workshop, which offers timely topics, lively discussion, and practical advice.And join us on Wednesday for the 74th Annual Taxation Conference to hear about the latest developments in tax regulations, policy and legislation.
Upon completion of this program, participants will be able to:
1. Evaluate recent federal legislative, regulatory, and judicial developments affecting estate planning and assess their implications for wealth transfer, fiduciary planning, and client advisory services.
2. Apply best practices for drafting wills and estate planning documents to facilitate effective administration, achieve client objectives, and reduce the likelihood of unintended tax and probate consequences.
3. Analyze federal estate tax apportionment and allocation rules to determine equitable tax burdens among beneficiaries and incorporate appropriate tax allocation provisions into estate planning documents.
4. Integrate current estate planning techniques, emerging planning trends, and technology-driven tools into client strategies to address complex estate, tax, and wealth transfer challenges.
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Event venue
AT&T Hotel and Conference Center, 1900 University Avenue,Austin, Texas, United States
Tickets
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